RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
904
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$507K
3
+$486K
4
AMZN icon
Amazon
AMZN
+$483K
5
PG icon
Procter & Gamble
PG
+$354K

Top Sells

1
+$6.88M
2
+$335K
3
+$335K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$256K
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$252K

Sector Composition

1 Technology 19.35%
2 Healthcare 14.22%
3 Financials 9.37%
4 Consumer Discretionary 6.3%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$36K 0.03%
+523
252
$36K 0.03%
244
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253
$35K 0.03%
391
254
$35K 0.03%
461
255
$34K 0.03%
500
-294
256
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360
257
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457
258
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586
259
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337
260
$33K 0.03%
431
261
$33K 0.03%
485
262
$33K 0.03%
228
263
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194
264
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151
265
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267
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268
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269
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273
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548
274
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275
$31K 0.03%
225
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